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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,184 | $72,177-40.2% | $115,038-62.5% | $59,633-27.6% |
| Participation rate | 41.7% | 72.6%-30.9pp | 81.4%-39.7pp | 68.7%-27.0pp |
| Annual return | -0.29% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,292 | $2,841-54.5% | $4,608-72.0% | $2,203-41.4% |
| Participant deferral / active EE | $1,847 | $4,783-61.4% | $6,026-69.4% | $3,192-42.1% |
| Admin fee / account holder | $807 | $4,927-83.6% | $8,175-90.1% | $4,297-81.2% |